Foy & Associates, Pc 401 K Profit Sharing Plan
Sponsored by Foy & Associates, Pc · EIN 383687296 · Plan #001
- Total assets
- $10.9M
- Net assets
- $10.9M
- Active participants
- 152
- With balances
- 118
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| John Hancock Life Insurance Company | Recordkeeping, Investment management, Float revenue | $7,772 |
| Transamerica Life Insurance Company | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $7,285 |
| Retirement Plan Administrators, Llc | Recordkeeping, Participant loan processing, Recordkeeping fees | $800 |
| Wilshire Associates Inc. | Investment advisory (plan) | $353 |
| Ameriprise Financial Services, Inc. | $0 |